EB Advisor
Finance
Gratuit · Conçue pour iPad
EB Advisor App
The EB Advisor mobile app is the mobile version of the Eyeballs Financial dashboard that financial advisors access from their web browser.
The mobile app makes it easier for financial advisors to assist their clients with their inquiries and appointment scheduling by allowing them to respond to a client's request or rejection of an appointment directly from their phones and without the need for direct communication.
The Remote Inquiries feature contains questions from specific clients that allow advisors to know the issues or stocks their clients are most interested in learning about. This enables them to tailor their stock recommendations accordingly.
Here's what financial advisors will find in the EB Advisor mobile app:
Accessibility
The app uses the email address registered in Orion. System sends a One Time password to the email address. Access to the app requires a verification process which includes creating a PIN for access.
Account Management
Financial Advisors can manage their client's accounts via the app. Account management includes activating inactive clients and deactivating them when necessary.
Proactive Alerts and Notifications
Financial Advisors will receive email notifications for appointment schedules.
Client Support
The EB Advisor app allows financial advisors to know what stocks a client might be interested in adding to their portfolio through remote inquiries.
Notes:
The App is designed for any company.
This app will be distributed worldwide.
Users are enrolled on our admin dashboard. Then, used that enrolled account in the app.
Notes et avis
Cette app n’a pas reçu suffisamment de notes ou d’avis pour en proposer un aperçu.
Bug fixes and performance improvements.
Le développeur Eyeballs Financial LLC a indiqué que les pratiques de l’app en matière de confidentialité peuvent inclure le traitement des données tel que décrit ci‑dessous. Pour en savoir plus, consultez la politique de confidentialité du développeur .
Données non collectées
Le développeur ne collecte aucune donnée avec cette app.
Accessibilité
Le développeur n’a pas encore indiqué quelles fonctionnalités d’accessibilité sont prises en charge par cette app. En savoir plus
Informations
- Fournisseur
- Eyeballs Financial LLC
- Taille
- 52,3 Mo
- Catégorie
- Finance
- Compatibilité
Nécessite iOS 11.0 ou version ultérieure.
- iPhone
Nécessite iOS 11.0 ou version ultérieure. - iPad
Nécessite iPadOS 11.0 ou version ultérieure. - iPod touch
Nécessite iOS 11.0 ou version ultérieure. - Mac
Nécessite macOS 11.0 ou une version ultérieure et un Mac doté d’une puce Apple M1 ou une version ultérieure. - Apple Vision
Nécessite visionOS 1.0 ou version ultérieure.
- Langues
- Anglais
- Âge
4+
- 4+
- Copyright
- © 2022 Eyeballs Financial LLC